Test Cases: Invoice Export & Reporting

Module: Billing & Invoicing - Export & Reporting

Backend Endpoint: GET /api/billing/admin/invoices/export

Frontend Page: frontend/pwa-app/src/pages/AdminInvoicesPage.tsx

Prerequisites

User logged in with ADMIN or FINANCE_MANAGER role.
Multiple invoices exist with various statuses and dates.
Test data from 00_MASTER_TEST_DATA.md is seeded.

Test Data

Ensure invoices span:

Multiple months for date range testing
All status types: PENDING, PAID, OVERDUE, VOIDED, PARTIALLY_PAID
Multiple members for filtering

Test Cases

TC-BIL-046: Export All Invoices to CSV

Step	Action	Expected Result
1	Login as Ana Reyes (FINANCE_MANAGER).	Dashboard displayed.
2	Navigate to Admin > Invoices.	Invoice list displayed.
3	Click "Export" button.	Export options appear.
4	Select "Export All" or "Download CSV".	API `GET /api/billing/admin/invoices/export` called.
5	Verify download initiated.	CSV file downloads.
6	Open CSV file.	File opens in spreadsheet application.
7	Verify headers.	Invoice #, Member, Email, Amount, Status, Due Date, Paid Date, Created Date.
8	Verify data rows.	All invoices included with correct data.

TC-BIL-047: Export Filtered Invoices

Step	Action	Expected Result
1	Apply status filter: "PAID".	List filtered to paid invoices.
2	Click "Export".	CSV downloaded.
3	Verify CSV content.	Only PAID invoices in export.
4	Verify row count.	Matches count shown in filtered list.

TC-BIL-048: Export by Date Range

Step	Action	Expected Result
1	Set date filter: January 2024.	List filtered.
2	Click "Export".	CSV downloaded.
3	Verify CSV content.	Only invoices from January 2024 included.
4	Verify all January invoices present.	No missing records.

TC-BIL-049: Export by Member

Step	Action	Expected Result
1	Filter invoices by member: Maria Cruz.	Juan's invoices displayed.
2	Click "Export".	CSV downloaded.
3	Verify CSV content.	Only Maria Cruz's invoices in file.

TC-BIL-050: Export Combined Filters

Step	Action	Expected Result
1	Set status filter: OVERDUE.	-
2	Set date range: Last 90 days.	-
3	Click "Export".	CSV downloaded.
4	Verify CSV content.	Only overdue invoices from last 90 days.

TC-BIL-051: CSV Format Validation

Step	Action	Expected Result
1	Export invoices to CSV.	File downloaded.
2	Verify file extension.	`.csv` extension.
3	Verify encoding.	UTF-8 encoding (special characters handled).
4	Verify delimiter.	Comma-separated values.
5	Verify numeric fields.	Amounts formatted correctly (no currency symbols in raw data).
6	Verify date fields.	Consistent date format (ISO or locale-specific).
7	Verify text with commas.	Properly escaped/quoted.

TC-BIL-052: Export Large Dataset Performance

Step	Action	Expected Result
1	Ensure 1000+ invoices exist.	-
2	Request full export without filters.	Export initiated.
3	Measure response time.	Export completes within acceptable time (< 30 seconds).
4	Verify file completeness.	All 1000+ records present.
5	Verify no timeout errors.	Request completes successfully.

TC-BIL-053: Export Empty Result Set

Step	Action	Expected Result
1	Apply filter that returns no results (e.g., future date).	"No invoices found" displayed.
2	Attempt export.	Appropriate message or empty CSV with headers only.
3	Verify handling.	No error, graceful handling.

TC-BIL-054: Export with Special Characters

Step	Action	Expected Result
1	Create invoice with special characters in description (e.g., "José's Fee, 50%").	Invoice created.
2	Export invoices.	CSV downloaded.
3	Open CSV and find the invoice.	Special characters preserved correctly.
4	Verify no CSV parsing errors.	File opens without corruption.

TC-BIL-055: Export Permission - Denied for Regular Member

Step	Action	Expected Result
1	Login as Maria Cruz (MEMBER).	Member dashboard.
2	Attempt to access export endpoint directly.	`GET /api/billing/admin/invoices/export`
3	Verify response.	Status `403 Forbidden`.

TC-BIL-056: Finance Dashboard Summary

Step	Action	Expected Result
1	Login as FINANCE_MANAGER.	-
2	Navigate to Admin > Finance Dashboard.	Dashboard displayed.
3	Verify summary cards.	Total Outstanding, Total Collected (This Month), Overdue Count.
4	Verify amounts correct.	Match sum of invoice amounts by status.
5	Verify chart/graph if present.	Revenue trend, status distribution.

TC-BIL-057: Invoices by Status Report

Step	Action	Expected Result
1	Access Finance Dashboard or Reports.	-
2	View "Invoices by Status" breakdown.	Pie chart or table displayed.
3	Verify counts.	PENDING: X, PAID: Y, OVERDUE: Z, VOIDED: W.
4	Click on a status segment.	Filtered list of those invoices shown.

TC-BIL-058: Monthly Revenue Report

Step	Action	Expected Result
1	Access monthly revenue report.	Report displayed.
2	Select month: January 2024.	-
3	Verify totals.	Total billed, Total collected, Outstanding.
4	Verify breakdown by invoice type.	Dues, Events, Manual, etc.

TC-BIL-059: Aging Report (Overdue Invoices)

Step	Action	Expected Result
1	Access Aging Report.	Report displayed.
2	Verify aging buckets.	1-30 days, 31-60 days, 61-90 days, 90+ days.
3	Verify invoices categorized correctly.	Based on days past due date.
4	Verify amounts per bucket.	Sum of overdue amounts in each category.

TC-BIL-060: Export Audit Trail

Step	Action	Expected Result
1	Perform export action.	Export downloaded.
2	Check audit log.	Export action logged with timestamp and user.
3	Verify log entry.	"User treasurer@demo.membervu.com exported invoices with filters: {...}".

API Test Cases

TC-BIL-API-014: GET /api/billing/admin/invoices/export

Request: GET /api/billing/admin/invoices/export

Expected Response: 200 OK

Content-Type: text/csv or application/csv

Content-Disposition: attachment; filename="invoices_export_2024-01-27.csv"

TC-BIL-API-015: GET /api/billing/admin/invoices/export?status=OVERDUE

Request: GET /api/billing/admin/invoices/export?status=OVERDUE

Expected Response: 200 OK with only overdue invoices in CSV

TC-BIL-API-016: GET /api/billing/admin/invoices/export?startDate=2024-01-01&endDate=2024-01-31

Request with date range

Expected Response: 200 OK with invoices from January 2024

TC-BIL-API-017: GET /api/billing/admin/finance/summary

Expected Response: 200 OK

{
  "totalOutstanding": 25000,
  "totalCollectedThisMonth": 150000,
  "overdueCount": 12,
  "overdueAmount": 35000,
  "pendingCount": 25,
  "pendingAmount": 125000,
  "byStatus": {
    "PENDING": { "count": 25, "amount": 125000 },
    "PAID": { "count": 150, "amount": 750000 },
    "OVERDUE": { "count": 12, "amount": 35000 },
    "VOIDED": { "count": 5, "amount": 15000 }
  }
}